Understanding User Roles and Permissions

User Roles and Permission Key Hierarchy

  • Account Owner - Allows management of billing and subscriptions.
  • Administrator - Full access. Manages customers, inbound reports, times, suppliers.
    • Admin Group - Can add or edit customers, items, or suppliers.
      • Admin Customer - Allows Admin access to customers and suppliers. Only required if clients are used and 3PL is enabled. 
        • Customer - Grants visibility to customer information, including orders.
      • Item Admin - Can add or edit items in the item catalog.
        • Maintain Internal Details - Maintain/edit the internal details for an item.
          • Edit Items - Can create or edit items in the item catalog.
            • Add Items - Allows the user to add items to the item catalog but can not edit existing.
        • Manage Sales Details - Maintain/edit sales information for an item.
        • Maintain KIT Items - Maintain/edit kit items.
        • Maintain Assembly Items - Can make items into Assemblies or create/edit Bills of Material for assembly items.
        • Maintain Item Images - Maintain/edit images related to items.
      • Vendor Manager - can add or edit suppliers and supplier catalogs
        • Vendor Catalog Manager - can maintain a vendor catalog
      • Administration Reports - View system logs and other Admin-only reports.
      • Change Warehouses - Gives a user the ability to change their assigned warehouse
    • Operational Group - grants all permissions for inventory control, order fulfillment, and purchasing functions.
      • Buyer - Create purchase orders to order stock.
      • Consignee Sales - can create or edit customer orders
        • Create Orders - can create customer orders
          • View Orders - can view existing customer orders, but can not create or edit orders.
      • Warehouse Manager - grants all permissions for inventory control & order fulfillment
        • View Inventory - User is restricted to viewing the inventory list.
        • Receiver - Receive in items from Purchase Orders and Transfers.
        • Put Away - Allows User to put items away.
        • Assembly - can build assemblies or complete assembly work orders
        • Issue Stock -  Allowed to receive stock to the system using Quick Issue
        • Authorizes Adjustments - Responsible for creating and approving cycle counts and setting stock levels outside of normal process
          • Stock Taker - Responsible for performing cycle counts.
        • Allocator - User is able to allocate items for orders and view Inventory.
        • Picker - Pick items from stock to satisfy an order.
        • Packer - Can view Ready to Ship widget in order to dispatch orders.
        • Shipper - Can rate and ship items.
        • View Shipped Orders - can view all shipped orders and shipment information such as tracking numbers.
      • Transfer Items - User is authorized to transfer items from one warehouse to another.
      • Report Manager - grants access to all available reports
        • Inbound Reports - grants access to all reports related to receiving
          • Search - grants access to Search for purchase orders under the Receiving section
        • Purchasing Reports - grants access to all reports related to purchasing
        • Inventory Reports - grants access to all reports related to inventory
        • Order Fulfillment Reports - grants access to all reports related to order fulfillment, including the sales information dashboard widget.
        • Shipment Reports - grants access to all reports related to shipping
  • Daemon - a daemon user provides access to 3rd party integrations
    • Exporter - can export data from Zenventory for use in a 3rd party system.
    • Importer - can populate the Zenventory database with files generated from a 3rd party system.